Event Details

Merger and acquisition transactions are some of the most exciting and intense periods of activity that companies will experience in their business lifecycle. And while the opportunity for growth presented by a transaction can sometimes be enormous, it is the proactive and transparent planning for integration that’s prepared beforehand that can mean the difference between a monumental success or absolute failure.

Join The CFOLC Houston Panel on Thursday, November 17, as we present “A CFO’s Guide to Post M&A Integration.

Learning Objectives:

How and when to start planning and engaging relevant stakeholders in your post M&A integration strategy

How to define a custom set of KPIs to measure and track integration success

Communications tactics and best practices that ensure transparency and foster trust throughout the transaction and integration

How to manage, lead and retain your cross functional team through an integration process

How to kick off and manage systems integration planning

Our Speakers Include:

moderator:Jeff ScharPrincipal Sendero Consulting

Tom BurnsPresident & CEOThorpe Specialty Service

Steve TuozzoCFO Brace Industrial Group

Rick TurnerSr. Mgr., Human ResourcesSABIC

Registration:

To register for this program, simply complete the form above. CFO Leadership Council Houston members may attend this program for free. CFO Leadership Council members from all our chapters may also attend for free. Non-member senior financial executives who are CFOs, Vice Presidents of Finance, Directors of Finance and Controllers (or the like) are welcome to attend this program as non members.

Please note that service providers or any executives who are not senior financial executives (CFOs, Vice Presidents of Finance, Controllers, Directors of Finance, etc.) will not be admitted attendance to this event. The CFO Leadership Council reserves the right to decline any registration.

More Information & Refunds : For more information about this program or The CFO Leadership Council, please contact Ginger Coleman, Marketing Director, Houston Chapter at ginger@cfolc.com. If you would like to cancel your ticket or request a refund, please contact Ginger Coleman, Marketing Director, Houston Chapter at ginger@cfolc.com. Refunds are available up to 24 hours prior to the program.

CPE Information:

Program level: Intermediate

Approved CPE: 2 Credits, Field of Study: Other

Program Prerequisites: None

Advanced Preparation: None

Delivery Method: Live/Group

The CFO Leadership Council is registered with the National Association of State Boards-of-Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 109063). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org

We have registered with the Texas State Board of Public Accountancy as a CPE sponsor (01034). This registration does not constitute an endorsement by the Board as to the quality of our CPE program

About Our Speakers:

ModeratorJeff Schar, Principal, SenderoJeff is a Principal with Sendero and has over 16 years of management consulting experience across multiple industries, including Retail, eCommerce, High Tech, Manufacturing, Oil & Gas, Retail Electric Services, Consumer Package Goods, and Healthcare. He has served in leadership roles and has successfully delivered many engagements centered on M&A strategy and integration, organization analysis and design, business and IT process strategy and design, operational assessment and improvement across core business units, the development and implementation of small and large packaged solutions, contract advisory services, program and project management, and methodology development. At Sendero Jeff is responsible for client delivery, leading and developing others, business development, experienced hire and campus recruiting, and strengthening its brand and culture. Before joining Sendero, Jeff was a consultant with Arthur Andersen and Hitachi Consulting providing leadership and process improvement experience in areas such as IT, procurement, inventory management, warehouse management, sales and transportation management. He also served in key leadership roles on many SAP implementations and deployments.Jeff received his Bachelor of Business Administration, Information and Operations Management (with an MIS track) from Texas A&M University and has his MBA in Strategy and Organizational Leadership from Southern Methodist University.

Steve Tuozzo, CFO, BRACE Industrial GroupSteve is an accomplished senior executive with financial and operational expertise in manufacturing and industrial service environments. He is highly effective in reversing underperforming operations, establishing internal controls to leverage continued fast paced growth, directing financial management activities to improve profitability and strengthen working capital positions. His extensive industry and market experience encompasses oil & gas, aerospace, high tech and industrial services from companies including Deloitte & Touche, Johnson Matthey, Motorola, Weatherford, BROCK Group and Precision Castparts. His responsibilities within BRACE Industrial Group are to lead cross functional teams within the BRACE family of companies and provide financial leadership, guidance & risk mitigation through its rapid change and growth activity. Steve has a Bachelor of Science in Accounting from Villanova University and resides in Houston, TX with his family.

Tom Burns, President & CEO, Thorpe SPecialty ServiceTom Burns has served as President & CEO of Thorpe Specialty Services CorporationsinceJanuary 2013 while also serving as Principle at Burns Consultingfor the last6 years where he is a management consultant with experience identifying/developing unique revenue generation, EBITDA expansion, improving manufacturing processes, restructuring and personnel evaluation all effort focused on improving companies competitiveness.

Specialties include Strong leadership and team building skills; Extensive experience marketing/selling products multiple channels in both B2B & B2C; focus on new product development/branding as a point of competitive advantage and improved profitability; Sourcing, logistics, Lean strategies.

Rick Turner, Sr. Manager Human Resources, SABICRick has over 25 years of multi-industry experience in Human Resources, including mergers & acquisitions, divestitures, joint ventures and bankruptcy buyout/reorganization. Currently Rick is Sr. Manager, Human Resources for Saudi Basic Industries Corporation (SABIC) where he has led HR for Sabic Americas, Inc. legal entity and Houston TX operations since joining the company in 2011. In this capacity, he has led the talent growth of SABIC’s regional SBU and global Technology platforms in Houston, as well as the company’s regional HR integration efforts related to an earlier acquisition of the GE Plastics business. He also currently provides HR support and leadership to the Americas Corporate Strategy/Business Development groups involved in JV partnership projects and other regional growth initiatives.Prior to joining SABIC, Rick was employed with Rohm & Haas and Dow Chemical where he was heavily involved with post-M&A HR integration activity for the Houston operations of those merged companies. His earlier HR experience was gained in similar roles with Sterling Chemicals, Toyota, Baldor Electric Motors and Kendall-Boundary Healthcare Products.Rick resides in Houston and is actively involved in several local professional and civic organizations.